Lombard Odier Asset Management (Switzerland)’s Xcel Energy XEL Stock Holding History

Lombard Odier Asset Management (Switzerland)’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63M	Buy	20,300 +500	+3%	+$39.9K	0.05%	254
2026 Q1	$1.57M	Buy	+19,800	New	+$1.55M	0.06%	240
2018 Q2	–	Sell	-21,585	Closed	-$982K	–	381
2018 Q1	$982K	Sell	21,585 -223	-1%	-$9.94K	0.1%	180
2017 Q4	$1.05M	Buy	21,808 +585	+3%	+$29K	0.1%	180
2017 Q3	$1M	Buy	21,223 +4,864	+30%	+$233K	0.1%	187
2017 Q2	$751K	Buy	+16,359	New	+$753K	0.09%	208
2016 Q2	–	Sell	-2,996	Closed	-$125K	–	439
2016 Q1	$125K	Hold	2,996	–	–	0.01%	319
2015 Q4	$109K	Buy	+2,996	New	+$107K	0.01%	356
2014 Q4	–	Sell	-47,296	Closed	-$1.44M	–	720
2014 Q3	$1.44M	Buy	47,296 +44,300	+1,479%	+$1.39M	0.04%	441
2014 Q2	$96K	Buy	+2,996	New	+$92.8K	0.01%	520

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s XEL Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its Xcel Energy (XEL) stake by 2.5% in Q2 2026, buying an estimated $39.9K and bringing the position to 20,300 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #254.

Lombard Odier Asset Management (Switzerland) first reported a position in XEL in Q2 2014 and has held it in 10 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Lombard Odier Asset Management (Switzerland) held 20,300 shares of Xcel Energy worth $1.63M as of Q2 2026.
Lombard Odier Asset Management (Switzerland) bought 500 Xcel Energy shares in Q2 2026, an estimated $39.9K.
Xcel Energy made up 0.05% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q2 2026, its #254 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Xcel Energy in Q2 2014 and has held it in 10 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.